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Institutional & Family Asset Management’s Certara CERT Stock Holding History

Institutional & Family Asset Management’s Portfolio CERT Stock Details CERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-22
Closed -$1K – 953
2021
Q1 		$1K Sell
22
-13
-37% -$432 ﹤0.01% 847
2020
Q4 		$1K Buy
+35
New +$1.28K ﹤0.01% 824

Other funds holding CERT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institutional & Family Asset Management's CERT Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Certara (CERT) in Q2 2021, closing a stake of 22 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in CERT in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 92 funds tracked by Wall St. Rank hold CERT as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining Certara position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 22 Certara shares in Q2 2021, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in Certara in Q4 2020 and held it in 2 quarters.
  • Institutional & Family Asset Management's Certara position peaked at $1K in Q1 2021.
  • 92 funds tracked by Wall St. Rank held Certara as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.